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Sovran Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.5M Buy
23,101
+1,196
+5% +$129K 0.26% 103
2025
Q1
$2.34M Buy
21,905
+5,250
+32% +$560K 0.3% 85
2024
Q4
$1.75M Buy
+16,655
New +$1.75M 0.25% 103